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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Last year's volatility on acuity ads (AT) rewarded me since I traded it three times for very nice gains. I kept a small amount of shares since I am playing with the house's money. I looked at today and it is down to $2.17 on the Canadian exchange so the market cap is only about $130 million. From what I can tell them seem to have at least $80 million of cash on the balance sheet. I know their ad revenue will go down if there is a recession but they still have about two thirds of their market cap covered by cash. That is protection, right? If the company can't find an acquisition why don't they do a substantial buy back? The only time I have found a company with such a large amount of cash was a little natural gas producer in New Brunswick called Corridor Resources. I made a few bucks trading on the seasonality and one day, when I didn't own any shares, someone came in and bought Corridor for a healthy premium. Could this happen to Acuity? Are they vulnerable to be acquired with so much market cap covered by cash on the balance sheet?
Read Answer Asked by Paul on October 24, 2022
Q: Which Sector would you recommend investing in at this time? A couple of stock selections in this sector would be appreciated. Thank you.
Read Answer Asked by Nancy on October 24, 2022
Q: Hi Everyone at 5i!!!! I have a TFSA with a goodly amount of Tech stocks, Shop. Light speed , unity software, Crowdstrike NVDA etc… most of which are in the tank. So my thinking is to just hang on for five plus years in hopes of recovery. I see no sense in selling because the realized losses would cause severe heartburn. The TFSA also has half of its value in divided paying stocks .. banks , Fortis,.. etc. So now my question… would you suggest I reinvest the dividends in the beaten up tech stocks in anticipation of a comeback or reinvest the dividends into their source stocks. I am newly retired but don’t need the money and hopefully not for quite a while . Cheers, Tamara
Read Answer Asked by Tamara on October 17, 2022
Q: Hi 5i Team - I hold the above stocks in three small U.S. accounts. I plan to keep NVDA, QCOM, AMZN, GOOG. My holdings in the other six are minimal due to the general sell-off over the past year: CRWD, UCTT, U, APPS, ROKU, UPST. I would like to combine these 6 into two, three at the maximum. Could you suggest which two or three should be kept. Or might it be best to sell all six and start over with a couple of different ones. My investment focus is growth with a three year timeline. Since it's the end of the week the answer can wait until sometime next week.
Thanks.
Read Answer Asked by Rob on October 16, 2022
Q: Hi 51,
Thanks for your thoughtful answer to my question earlier this morning asking which sectors you expect to recover more quickly, and for some names you like in each.
The names you listed in the two sectors you identified (tech and consumer discretionary) were all US companies. Do you see the same sector recovery pattern being followed in Canada, and can you provide some Canadian names in the sectors you like that you would expect to 'lead the charge'? Thanks!
Peter
Read Answer Asked by Peter on October 13, 2022
Q: Hello, I sold SYZ a month ago for tax-loss purposes. I thought I would buy it back if the share price was below what I sold it for (it is). I hesitate to buy it because I worry the co will cut its dividend to fund growth and/or reduce debt, which would hurt the share price quite a bit. Should I wait until the 3rd quarter reporting in November in the hope that the co will be clearer on its intent to keep the div as is? Thanks.
Read Answer Asked by Martin on October 13, 2022
Q: Way down on EINC and PMKR in my small-cap portfolio. What is your opinion? Do these stocks have any future in a recovering market? Or better to sell and redeploy into something like CTS?

Thanks

David
Read Answer Asked by David on October 12, 2022
Q: Hi, A large volume day for a relatively thin trader, including a block trade of 123,300 shares, Today. Lot of interest from Pershing Securities Ltd... Stock opens and closes practically unchanged, but a lot of activity with almost 15% intraday fluctuation. between $71.50 to $82. Any ideas/hints/suspicions ? If you have a sizable position, as a Portfolio Manager, would you be intrigued ? Thank You
Read Answer Asked by rajeev on October 12, 2022
Q: I know that this is an unfair question - sorry. I realize that ARKK and AMD are two different investments, but if 5i had a chunk of money to invest in one of these two, which would it be? On a similar note, is Intel a better investment than AMD?
Read Answer Asked by James on October 11, 2022
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